Estate of: PROBATE QUESTIONNAIRE

[Pages:4]Date: ________________________ Estate of: ______________________________

PROBATE QUESTIONNAIRE

1. Please provide your full name, residence address, telephone number and Social Security number:

___________________________________________________________________________ Name

___________________________________________________________________________ Address

______________________ County

______________________ Social Security Number

Telephone: (____)_______________ (work) (____)______________ (home)

May we call you at work? ( ) Yes ( ) No

2. Where was the Decedent's domicile (i.e. permanent address)?

___________________________________________________________________________ Address

______________________________ County

3. What is the Decedent's Social Security number? __________________________________

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4. What sort of property did the Decedent own? (check the applicable spaces) Is any of this property located outside of Texas? ( ) Yes ( ) No

Property

Location (if outside Texas)

a. _____ House

b. _____ Car

b.

c. _____ Cash

d. _____ Stocks/bonds

e. _____ Art or coin collection

f. _____ Livestock

g. _____ Other real estate

h. _____ Farm machinery

i. _____ Partnership or business

interest

a. ____________________________________ ____________________________________ c. ____________________________________ d. ____________________________________ e. ____________________________________ f. ____________________________________ g. __________________________________ h. ____________________________________ i. ____________________________________

5. Do you estimate that the total value of the Decedent's property, exclusive of the value of his or her homestead, exceeds $50,000? ( ) Yes ( ) No

6. Was the Decedent an income beneficiary or remainderman under the terms of any trust? ( ) Yes ( ) No

7. Did the Decedent have a Will?

( ) Yes ( ) No

If so, what date? ____________________________

Were any Codicils to the Decedent's Will executed?

( ) Yes ( ) No

If so, what date? ______________________________________

Who has the original copy? _______________________________________________

8. Were any children born to or adopted by the Decedent? Were any of these children born or adopted after the date the Decedent's Will was executed? ( ) Yes ( ) No Please provide names, ages and addresses: ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________

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9. Was the Decedent ever divorced? ( ) Yes ( ) No If so, please provide the name of the ex-spouse(s) and the date(s) of divorce. _____________________________________, _____________________ _____________________________________, _____________________

10. Was the Decedent ever widowed? ( ) Yes ( ) No If so, please provide the name of the deceased spouse and the date of his or her death. _________________________________________, ______________________

11. Was the Decedent a partner or a shareholder in a business?

( ) Yes ( ) No

If so, does there exist a partnership agreement or a shareholder agreement?

( ) Yes ( ) No

Names of surviving partners or shareholders:

_________________________________

_________________________________

_________________________________

12. Was the Decedent employed at the time of death? ( ) Yes ( ) No If so, please provide the name of the company. ___________________________________________________________________________

13. Was the Decedent a beneficiary under any retirement or pension plan? ( ) Yes ( ) No Company: ________________________________________________________________

14. What sort of debts exist against the Decedent's estate?

_____ Credit cards

(approximate amount: $_______________)

_____ Mortgages

(approximate amount: $_______________)

_____ Personal loans (approximate amount: $_______________)

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15. If there were any debts against real estate, please provide the name and address of the secured creditor(s) and the loan account number(s):. _____________________________________, ________________, ________________ _____________________________________ _____________________________________

_____________________________________, ________________, ________________ _____________________________________ _____________________________________

_____________________________________, ________________, ________________ _____________________________________ _____________________________________

16. Did the Decedent make any loans to any person or business which have not been repaid? ( ) Yes ( ) No

17. Did the Decedent make any gifts during his or her lifetime for which he or she filed a Gift Tax Return? ( ) Yes ( ) No

18. If you are a beneficiary, do you intend to disclaim any of the property passing to you under the Decedent's Will? ( ) Yes ( ) No

19. Can you attend the hearing to prove-up the Decedent's Will? ( ) Yes ( ) No If not, who will attend?

Name: _____________________________________________________ Address: _____________________________________________________

_____________________________________________________ Telephone No.: _______________________________________________

20. Please send us an original of the Decedent's death certificate.

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